Client Service Associate

2 weeks ago


Garden City, Michigan, United States Stifel Financial Full time
Job Summary

As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors with client account maintenance and administrative tasks. This is an excellent opportunity to develop your skills in a dynamic and fast-paced environment.

Key Responsibilities
  • Assist Financial Advisors with client account opening and maintenance
  • Perform administrative support duties, including data entry and record-keeping
  • Provide exceptional customer service to clients and internal stakeholders
  • Collaborate with the team to ensure seamless day-to-day operations
Requirements
  • High school diploma or equivalent required
  • Excellent communication and organizational skills
  • Ability to work in a team environment
  • Basic computer skills and proficiency in Microsoft Office

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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